This Course Provides:

7 Hours - Life & A&S License

This course covers:        

  • An introduction to financial planning & the planning process.

  • Segmented financial planning.

  • Comprehensive financial planning.

  • The various types of financial planners & financial designations.

  • How to get to know the client and what they want.

  • The use of an effective Fact Find in the planning process.

  • Various planning factors that the clients and prospects look for.

  • The 10 basic steps in the planning process.

  • Ideas for the client to manage their debts.

  • Investments used to make your client’s money grow.

  • Using the Income Tax Act in the client’s best interest.

  • Guidelines and preparation of an Annual Cash Flow Statement.

  • Contingency planning and Insurance.

  • Why Life insurance is needed within the financial plan?

  • Capital dispersal methods.

  • A glossary of financial planning terms that will be helpful for the advisor and client.


203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511


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